PWLP
Prio Wealth Limited Partnership’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $709K | Sell |
15,777
-983
| -6% | -$44.1K | 0.02% | 173 |
|
|
2024
Q2 | $691K | Sell |
16,760
-586
| -3% | -$24.2K | 0.02% | 171 |
|
|
2024
Q1 | $728K | Sell |
17,346
-3,086
| -15% | -$129K | 0.02% | 171 |
|
|
2023
Q4 | $770K | Buy |
20,432
+760
| +4% | +$28.7K | 0.03% | 161 |
|
|
2023
Q3 | $638K | Sell |
19,672
-567
| -3% | -$18.4K | 0.02% | 160 |
|
|
2023
Q2 | $753K | Sell |
20,239
-100
| -0.5% | -$3.72K | 0.03% | 158 |
|
|
2023
Q1 | $791K | Buy |
20,339
+559
| +3% | +$21.7K | 0.03% | 148 |
|
|
2022
Q4 | $779K | Buy |
19,780
+1,106
| +6% | +$43.6K | 0.03% | 154 |
|
|
2022
Q3 | $709K | Sell |
18,674
-2,800
| -13% | -$106K | 0.03% | 152 |
|
|
2022
Q2 | $1.09M | Sell |
21,474
-3,274
| -13% | -$166K | 0.04% | 136 |
|
|
2022
Q1 | $1.26M | Buy |
24,748
+975
| +4% | +$49.7K | 0.04% | 137 |
|
|
2021
Q4 | $1.24M | Sell |
23,773
-1,489
| -6% | -$77.4K | 0.04% | 140 |
|
|
2021
Q3 | $1.36M | Sell |
25,262
-264
| -1% | -$14.3K | 0.05% | 136 |
|
|
2021
Q2 | $1.43M | Buy |
25,526
+1,254
| +5% | +$70.3K | 0.05% | 138 |
|
|
2021
Q1 | $1.41M | Sell |
24,272
-1,746
| -7% | -$102K | 0.05% | 137 |
|
|
2020
Q4 | $1.53M | Buy |
26,018
+210
| +0.8% | +$12.3K | 0.06% | 127 |
|
|
2020
Q3 | $1.54M | Sell |
25,808
-1,545
| -6% | -$91.9K | 0.06% | 115 |
|
|
2020
Q2 | $1.51M | Sell |
27,353
-200
| -0.7% | -$11K | 0.07% | 112 |
|
|
2020
Q1 | $1.48M | Buy |
27,553
+950
| +4% | +$51K | 0.08% | 113 |
|
|
2019
Q4 | $1.63M | Buy |
26,603
+380
| +1% | +$23.3K | 0.07% | 119 |
|
|
2019
Q3 | $1.58M | Buy |
26,223
+3,533
| +16% | +$213K | 0.07% | 120 |
|
|
2019
Q2 | $1.3M | Sell |
22,690
-1,478
| -6% | -$84.4K | 0.06% | 131 |
|
|
2019
Q1 | $1.43M | Buy |
24,168
+198
| +0.8% | +$11.7K | 0.07% | 126 |
|
|
2018
Q4 | $1.35M | Sell |
23,970
-1,140
| -5% | -$64.1K | 0.07% | 124 |
|
|
2018
Q3 | $1.34M | Buy |
25,110
+1,925
| +8% | +$103K | 0.06% | 138 |
|
|
2018
Q2 | $1.17M | Buy |
23,185
+68
| +0.3% | +$3.42K | 0.06% | 139 |
|
|
2018
Q1 | $1.11M | Sell |
23,117
-2,020
| -8% | -$96.6K | 0.06% | 141 |
|
|
2017
Q4 | $1.33M | Sell |
25,137
-3,067
| -11% | -$162K | 0.06% | 134 |
|
|
2017
Q3 | $1.4M | Sell |
28,204
-194,930
| -87% | -$9.64M | 0.07% | 128 |
|
|
2017
Q2 | $9.97M | Sell |
223,134
-834,412
| -79% | -$37.3M | 0.5% | 56 |
|
|
2017
Q1 | $51.6M | Sell |
1,057,546
-11,949
| -1% | -$583K | 2.65% | 5 |
|
|
2016
Q4 | $57.1M | Sell |
1,069,495
-46,362
| -4% | -$2.47M | 3.05% | 4 |
|
|
2016
Q3 | $58M | Sell |
1,115,857
-1,830
| -0.2% | -$95.1K | 3.09% | 5 |
|
|
2016
Q2 | $62.4M | Sell |
1,117,687
-6,636
| -0.6% | -$371K | 3.42% | 3 |
|
|
2016
Q1 | $60.8M | Sell |
1,124,323
-21,344
| -2% | -$1.15M | 3.32% | 2 |
|
|
2015
Q4 | $53M | Buy |
1,145,667
+109
| +0% | +$5.04K | 2.89% | 5 |
|
|
2015
Q3 | $49.8M | Buy |
1,145,558
+12,980
| +1% | +$565K | 2.83% | 5 |
|
|
2015
Q2 | $52.8M | Sell |
1,132,578
-39,912
| -3% | -$1.86M | 2.72% | 5 |
|
|
2015
Q1 | $57M | Buy |
1,172,490
+49,998
| +4% | +$2.43M | 2.82% | 5 |
|
|
2014
Q4 | $52.5M | Buy |
1,122,492
+29,306
| +3% | +$1.37M | 2.62% | 5 |
|
|
2014
Q3 | $54.6M | Buy |
1,093,186
+64,246
| +6% | +$3.21M | 2.82% | 4 |
|
|
2014
Q2 | $50.3M | Buy |
1,028,940
+4,672
| +0.5% | +$229K | 2.54% | 4 |
|
|
2014
Q1 | $48.7M | Buy |
1,024,268
+523,562
| +105% | +$24.9M | 2.47% | 5 |
|
|
2013
Q4 | $24.6M | Buy |
500,706
+208,306
| +71% | +$10.2M | 1.24% | 29 |
|
|
2013
Q3 | $13.6M | Buy |
292,400
+257,633
| +741% | +$12M | 0.77% | 49 |
|
|
2013
Q2 | $1.75M | Buy |
+34,767
| New | +$1.75M | 0.11% | 124 |
|